Big no to $399 PS5 with disc.
- There's not much of a strategic case for Sony to undercut the $499 Series X with the disc model. Especially since $399 would involve a subsidy of over $100 dollars. The price sensitive consumers will go for the discless version. PS5 disc version will be $500.
$399 for the digital would be quite bold in its own right. $349 would be impossible.
- I think you've underestimated the cost of the next-gen APU and also the DDR6 modules. Bear in mind that aside from a $30 UDH drive, the lions share of the difference between the $500 Series X and the $300 Series S comes from fewer compute units in the GPU and 6GB less RAM, assuming the loss-leader subsidy is the same. I assume therefore PS5D will be at least $400.
Obviously I hope you're right but it's not realistic to predict it. Even at $400 for the digital it would still be a $100 delta while targeting 4k and similar performance to the Series X. That sounds competitive to me, no need to go bankrupt at $350
